Commonfund is seeking a Business Analyst to join its OCIO Advisory team with a dedicated focus on leveraging artificial intelligence and technology. This role will involve building workflows, tools, and infrastructure to improve the OCIO team's operations while collaborating with investment, client service, and operations professionals.
Responsibilities:
- Conduct structured assessments of existing OCIO team workflows to identify inefficiencies and prioritize technology solutions
- Design, pilot, and scale AI-assisted processes for portfolio management, reporting, and client deliverable production
- Partner with the team to build prompt libraries, workflow templates, and standardized use cases for AI tools
- Support portfolio analytics, including performance attribution, asset allocation analysis, and other workflows
- Build and maintain data models and dashboards that provide real-time visibility into portfolio positioning and risk exposure
- Streamline the production of quarterly investment reports, board materials, and ad hoc client analyses through technology-enabled workflows
- Develop a templated, scalable reporting infrastructure that reduces manual effort while maintaining high quality and customization for individual client relationships
- Leverage AI tools to assist with drafting, editing, and formatting investment commentary, memos, and client communications
- Document and maintain process maps, SOPs, and best practice guides for AI and technology workflows
- Help teams adapt to new processes or systems and serve as an internal resource and trainer for colleagues adopting new AI and technology tools
- Manage project timelines and stakeholder communication for technology implementation initiatives
Requirements:
- Four-year college degree
- 2-4 years of experience in a technology-focused role
- Demonstrated experience using AI tools (e.g., large language models, automation platforms) in a professional context
- Strong quantitative and analytical skills; proficiency in Excel and at least one data/scripting environment (Python, JSON, SQL, Power BI, or equivalent)
- Excellent written and verbal communication skills; ability to translate complex technical concepts for non-technical audiences
- High attention to detail and strong project management instincts
- Ability to handle multiple responsibilities and liaise with internal teams
- Willingness to work after hours, when necessary, to accomplish work assignments
- Interest in the markets and asset management